William Simpson signed Intellum, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Intellum, Inc.'s EIN is 58-2567369.
Download the official 2024 Form 5500 (PDF) for Intellum, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intellum, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $2.5M | 36.2% | |
| INDEXSELECT MODERATE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.8M | 26.4% | |
| INDEXSELECT MODERATE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $699K | 10.1% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $592K | 8.6% | |
| INDEXSELECT AGGRESSIVE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $240K | 3.5% | |
| INDEXSELECT MODERATE RETIREMENT FUN GREAT GRAY TRUST COMPANY, LLC · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $240K | 3.5% | |
| iShares MSCI EAFE International Index K Mutual Fund | Other securities | — | — | $171K | 2.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $103K | 1.5% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $75K | 1.1% | |
| 10.50% - | Bonds / Notes | — | — | $72K | 1.0% | |
| iShares Russell 2000 Small-Cap Index K Mutual Fund | Common Collective Trusts | — | — | $72K | 1.0% | |
| American Funds Capital Income Builder R5 Mutual Fund | Mutual Funds | — | — | $59K | 0.9% | |
| INDEXSELECT AGGRESSIVE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $51K | 0.7% | |
| Loomis Sayles Investment Grade Bond Mutual Fund | Other securities | — | — | $46K | 0.7% | |
| INDEXSELECT AGGRESSIVE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $36K | 0.5% | |
| Invesco Small Cap Value R6 Mutual Fund | Mutual Funds | — | — | $32K | 0.5% | |
| PGIM High-Yield R6 Mutual Fund | Other securities | — | — | $27K | 0.4% | |
| Nuveen Large Cap Value Index R6 Mutual Fund | Mutual Funds | — | — | $25K | 0.4% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $22K | 0.3% | |
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $9K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $4K | <0.1% | |
| ClearBridge Large Cap Value IS Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Goldman Sachs International Small Cap Insights Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $376 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $20K |
| — |
